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3777 West Fork Road, Cincinnati, OH 45247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-14 |
Branch Locations
3777 West Fork Road, Cincinnati, OH 45247 • United States
5005 Rockside Rd Ste 1100, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Investment Counsel | Independence | OH | 06/2025 | Present |
| Ancora Holdings | Mayfield Heights | OH | 06/2024 | 08/2024 |
| Champtitles | Cleveland | OH | 06/2023 | 05/2024 |
| The Ohio State University | Columbus | OH | 08/2021 | 08/2025 |
| Lakewood Country Club | Westlake | OH | 08/2015 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-29 |
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